Financial Experience Advisor- Latrobe

Posted Yesterday
Be an Early Applicant
Latrobe, PA, USA
In-Office
20-20 Hourly
Entry level
Financial Services
The Role
Serve as the face of Clearview by educating members about financial products, recommending tailored solutions, opening and servicing accounts, assisting with loans and transactions, supporting digital tools, and building relationships in person and by phone. Represent the credit union at community events while delivering empathetic, detail-oriented service and pursuing ongoing professional growth.
Summary Generated by Built In
Your Mission
Be the face of Clearview as you help members reach their financial goals! From opening accounts to recommending the best financial solutions, you’ll deliver top-tier service with a personal touch. This is more than a teller job, it’s a career that makes a difference.
 
What You’ll Do
  • Educate members on Clearview’s products & services
  • Solve financial needs with smart, tailored solutions
  • Build strong relationships, in person and by phone
  • Assist with accounts, loans, transactions, and digital tools
  • Represent Clearview at community and charity events
 
What You Bring
  • High school diploma or equivalent
  • 6+ months of customer service or financial experience
  • Great communication & relationship-building skills
  • Knowledge of financial products and lending a plus
  • Quick learner, detail-oriented, open availability
  • Driven by empathy, integrity, and growth
 
Why Join Us
At Clearview, we’re all about people helping people. You’ll work in a diverse, supportive, and growth-focused environment with access to ongoing training and the opportunity to make a real impact, every single day.
 
Starting Pay Rate
$20 per hour
 
Working Hours:
Scheduled during the following hours of operation:

Monday- Friday: 9am -5pm 
 
Apply today and start making lives better, one member at a time.
    Clearview values diversity in its workforce.  We are proud to be an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. 

    Skills Required

    • High school diploma or equivalent
    • At least 6 months of customer service or financial experience
    • Strong communication and relationship-building skills
    • Knowledge of financial products and lending
    • Ability to learn quickly
    • Detail-oriented approach
    • Open availability
    Am I A Good Fit?
    beta
    Get Personalized Job Insights.
    Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

    The Company
    435 Employees
    Year Founded: 1953

    What We Do

    Clearview Federal Credit Union is a not-for-profit, community-focused financial institution serving members and businesses in Southwestern Pennsylvania. It provides personal and business banking solutions, including checking and savings accounts, auto, personal, home-equity and mortgage loans, credit cards, business lending, treasury management, payroll and payment services. Its mission is to meet neighbors where they are with personalized tools and guidance for financial success.

    Similar Jobs

    Cox Enterprises Logo Cox Enterprises

    Technical Customer Care Specialist I (Dealertrack FI)

    Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
    Remote or Hybrid
    United States
    30000 Employees
    17-25 Hourly

    TransUnion Logo TransUnion

    Operations Manager

    Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
    Hybrid
    2 Locations
    13000 Employees
    90K-135K Annually

    Cencora Logo Cencora

    Threat Hunting Engineer Lead

    Healthtech • Logistics • Pharmaceutical
    In-Office
    Conshohocken, PA, USA
    51000 Employees

    NinjaOne Logo NinjaOne

    Software Engineer

    Information Technology • Productivity • Software • Infrastructure as a Service (IaaS)
    Remote or Hybrid
    18 Locations
    2000 Employees
    150K-230K Annually

    Similar Companies Hiring

    Granted Thumbnail
    Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
    New York, New York
    23 Employees
    Hanover Park Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    42 Employees
    Onshore Thumbnail
    Artificial Intelligence • Fintech • Software • Financial Services
    New York, New York
    60 Employees

    Sign up now Access later

    Create Free Account

    Please log in or sign up to report this job.

    Create Free Account